Daniel J. Williams is a Managing Director and ultra high net worth private banker at Citi Private Bank in New York, where he manages the financial needs of ultra high net worth families. His clients include corporate executives, hedge fund and private equity managers, closely held business owners and entrepreneurs.
Dan holds Series 7 and Series 66 licenses. Dan has over 16 years of experience in the financial industry. Prior to joining Citi Private Bank in 2010, he was a Managing Director and Private Client Advisor with US Trust and Bank of America Private Wealth Management in New York where he was consistently ranked among the top private bankers in the country (2003-2010). Dan also has experience as a Fixed Income Client Portfolio Manager with JPMorgan Fleming Asset Management (2001-2003) where he focused on institutional clients including pension funds and endowments. In addition, Dan spent several years as an Investment Banker focused on the luxury, retail and apparel sectors at both UBS Warburg/PaineWebber (1999-2001). Early in his career, Dan was a Senior Account Manager with a boutique advertising firm in Chicago where he worked on leading advertising campaigns for McDonald’s, Turtle Wax, Wrigley and The Ohio Art Company (Etch A Sketch) (1992-1997).
Dan received his MBA from the Kellogg School of Management at Northwestern University where he majored in accounting and finance. He received a BA cum laude in communications from Marquette University.